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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,811 | $65,083-92.6% | $143,788-96.7% | $66,930-92.8% |
| Participation rate | 24.3% | 65.2%-40.9pp | 80.3%-56.0pp | 69.8%-45.5pp |
| Annual return | -27.79% | -11.13%-16.7pp | -0.03%-27.8pp | 1.57%-29.4pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $978 | $2,920-66.5% | $5,638-82.6% | $4,238-76.9% |
| Admin fee / account holder | $334 | $502-33.4% | $14,675-97.7% | $593-43.7% |